Carson Wealth (CWM LLC)’s iShares MSCI China A ETF CNYA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Hold |
548
| – | – | ﹤0.01% | 4029 |
|
|
2025
Q1 | $15K | Hold |
548
| – | – | ﹤0.01% | 3860 |
|
|
2024
Q4 | $15K | Hold |
548
| – | – | ﹤0.01% | 3618 |
|
|
2024
Q3 | $17K | Hold |
548
| – | – | ﹤0.01% | 3447 |
|
|
2024
Q2 | $14K | Hold |
548
| – | – | ﹤0.01% | 3330 |
|
|
2024
Q1 | $14K | Sell |
548
-1,980
| -78% | -$50.6K | ﹤0.01% | 3125 |
|
|
2023
Q4 | $65K | Sell |
2,528
-409
| -14% | -$10.5K | ﹤0.01% | 2014 |
|
|
2023
Q3 | $83K | Sell |
2,937
-600
| -17% | -$17K | ﹤0.01% | 1742 |
|
|
2023
Q2 | $103K | Sell |
3,537
-2,250
| -39% | -$65.5K | ﹤0.01% | 1550 |
|
|
2023
Q1 | $189K | Buy |
5,787
+2,659
| +85% | +$86.8K | ﹤0.01% | 1212 |
|
|
2022
Q4 | $98K | Hold |
3,128
| – | – | ﹤0.01% | 1384 |
|
|
2022
Q3 | $96K | Hold |
3,128
| – | – | ﹤0.01% | 1344 |
|
|
2022
Q2 | $119K | Hold |
3,128
| – | – | ﹤0.01% | 1240 |
|
|
2022
Q1 | $115K | Hold |
3,128
| – | – | ﹤0.01% | 1268 |
|
|
2021
Q4 | $136K | Buy |
+3,128
| New | +$136K | ﹤0.01% | 1179 |
|
|
2021
Q2 | $227K | Hold |
5,128
| – | – | ﹤0.01% | 859 |
|
|
2021
Q1 | $227K | Hold |
5,128
| – | – | ﹤0.01% | 859 |
|
|
2020
Q4 | $227K | Hold |
5,128
| – | – | ﹤0.01% | 859 |
|
|
2020
Q3 | $227K | Hold |
5,128
| – | – | ﹤0.01% | 859 |
|
|
2020
Q2 | $227K | Hold |
5,128
| – | – | ﹤0.01% | 859 |
|
|
2020
Q1 | $227K | Hold |
5,128
| – | – | ﹤0.01% | 859 |
|
|
2019
Q4 | $227K | Hold |
5,128
| – | – | ﹤0.01% | 859 |
|
|
2019
Q3 | $227K | Hold |
5,128
| – | – | ﹤0.01% | 859 |
|
|
2019
Q2 | $227K | Hold |
5,128
| – | – | ﹤0.01% | 859 |
|
|
2019
Q1 | $227K | Buy |
+5,128
| New | +$227K | ﹤0.01% | 859 |
|